Pet trusts: Gopher State may join pack of states to allow them

May 6, 2016

It looks like Minnesota will join the pack of states that allow the creation of pet trusts to provide care for beloved animals after the pet owner’s death. Ohio and all other states in the U.S. already permit such trusts as part of estate planning. A dog-loving...

May is Mental Health Month

May 2, 2016

May is Mental Health Month. The theme for 2016's Mental Health Month is Life with a Mental Illness. The national organization Mental Health America is calling on individuals to share what life with a mental illness feels like for them in words, pictures and video by...

How to Find a Quality Nursing Home

Apr 21, 2016

Attempting to find a quality nursing home for a loved one may appear, at times, as a daunting task. It can prove to be difficult in trying to discern reputable care centers where a family can take comfort in knowing their loved one is cared for, versus those nursing...

Start Planning Today with my Social Security

Apr 12, 2016

For more than 80 years, Social Security has helped secure today and tomorrow with information, tools and resources to meet our customers’ changing needs and lifestyles. Your retirement may seem far off, but the fact is there’s no better time than now to lay the...

Spousal Protections: Case Law Update on Annuities

Apr 8, 2016

Addressing the topic of spousal protections: case law update on annuities. In the case of Hughes, et al. v. McCarthy, 734 F.3d 473 (6th Cir. 2013), cert. denied 134 S.Ct. 1765, (March 31, 2014), the US Sixth Circuit Court decided that in spousal circumstances, the...

Gifting to Grandchildren

Apr 5, 2016

Considering gifting to grandchildren and sharing your wealth? Gifting assets to your grandchildren can reduce the size of your estate and the tax that will be due upon your death and it can assist those family members to achieve a better start in life. Grandparents...

Beware of Income Tax Scams

Mar 31, 2016

It is extremely important, at this time of year, that the individuals who are filing various tax returns take the appropriate steps to ensure they are protecting their private information and working with legitimate tax preparation companies. It's very important to...

Medicaid Waiver Amendments, Renewal and Conversion from a 209(b) State to a Section 1634 State

Feb 8, 2016

This is to let you know that public notices have been posted regarding waiver amendments, renewal and conversion from a 209(b) state to a section 1634 state at http://medicaid.ohio.gov/RESOURCES/PublicNotices.aspx . The public comment period will be from 2/1/16 until...